Sales & Customers
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My invoice is showing the subtotal as the post-tax total. How do I make it so the subtotal is the pre-tax number?
For example, if one invoice is $100, and i sent payment for $50, when i go to banking and try to match the payment to the invoice, the $100 invoice can not be found. How to solve this issue?
Hello!I have a customer who is transitioning to QB Enterprise. We've setup all the items and price levels (we don't have Advanced Pricing) and everything works well when making Sales Orders or Invoices from scratch. The issue we're having when making an Estimate is that all the sales prices we've input/imported don't show up in the Cost column when inputting an item. We have to manually input a number in the Cost column, and if we want it to be the correct default cost, we have to check the Markup column first and find the correct price point, type it in, and then select the correct price point in the Markup column. It seems the default price point we set for each customer, or "price level", doesn't apply automatically in Estimates. Although it may seem insignificant, this is incredibly tedious for our salespeople and seems strange since the Sales Orders and Invoices work fine. Have I overlooked a setting? Is this resolved with Advanced Pricing and that's why this functi
Hi, when I entered the invoice I entered each item in the item section, but when I go to Reports then to Jobs, Time and Mileage then to profit and loss by job then to the job for example Hyundai as in the invoice the invoice does not even show up and we need to know how much was spent by the job. But when I also enter the same amount in the expense tab it doubles the taxes and subtracts the amount by half of the tax and then adds the remaining tax to the right of the expense tab. Is there a way to have the same amount in the expense tab and items tab without having the tax double and subtracting. We need to know cost per job and would also like to see what kind of items are in the invoice. Is there a way to have both categories with the same amount without it doubling the taxes and price. (Hope its not to confusing). The image shows what I mean
I received a check for $2961.97. This was supposed to pay 1 invoice for $5711.97 and 1 invoice for $1500 for a total of $7211.97. They short paid by $4250. How do I post this?
